Grunden Financial Advisory, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Grunden Financial Advisory, Inc.
- $207 Billion
- Q4 2024
A detailed history of Grunden Financial Advisory, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Grunden Financial Advisory, Inc. holds 10,850 shares of DFNM stock, worth $519,932. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,850
Previous 10,750
0.93%
Holding current value
$519,932
Previous $522 Million
0.66%
% of portfolio
0.25%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
211Shares Held
27.1MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH3.94MShares$189 Million11.52% of portfolio
-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.8 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio